Purchases and Sales Made in Q4 2022 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q4 2022. The information is specifically focused on institutions that hold shares of FINANCIAL SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-65- 0.19% |
$1.97K - $2.36K
|
34.5K
$1.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-65- 0.46% |
$1.97K - $2.36K
|
13.9K
$694K
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-66- 0.52% |
$2K - $2.4K
|
12.5K
$625K
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-72- 0.11% |
$2.18K - $2.61K
|
66.5K
$3.31M
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-80- 0.37% |
$2.42K - $2.9K
|
21.5K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-84- 0.85% |
$2.54K - $3.05K
|
9.79K
$487K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-84- 12.71% |
$2.54K - $3.05K
|
577
$28.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-90- 2.84% |
$2.73K - $3.27K
|
3.08K
$153K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-93- 0.4% |
$2.82K - $3.38K
|
23.1K
$1.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-96- 89.72% |
$2.91K - $3.49K
|
11
$548
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-97- 0.28% |
$2.94K - $3.52K
|
34.2K
$1.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-97- 1.34% |
$2.94K - $3.52K
|
7.12K
$354K
|
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-99- 0.37% |
$3K - $3.59K
|
26.5K
$1.32M
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-100- 1.19% |
$3.03K - $3.63K
|
8.28K
$412K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-100- 10.37% |
$3.03K - $3.63K
|
864
$43K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-108- 0.38% |
$3.27K - $3.92K
|
28.6K
$1.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-110- 0.94% |
$3.33K - $3.99K
|
11.6K
$575K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-119- 1.03% |
$3.6K - $4.32K
|
11.4K
$570K
|
|
|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-124- 1.23% |
$3.76K - $4.5K
|
9.96K
$496K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-125- 10.82% |
$3.79K - $4.54K
|
1.03K
$51.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-128- 0.18% |
$3.88K - $4.65K
|
69.8K
$3.48M
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-130- 1.47% |
$3.94K - $4.72K
|
8.69K
$433K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-130- 20.63% |
$3.94K - $4.72K
|
500
$24.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-135- 1.77% |
$4.09K - $4.9K
|
7.48K
$373K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-135- 6.03% |
$4.09K - $4.9K
|
2.1K
$105K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-136- 1.94% |
$4.12K - $4.94K
|
6.87K
$342K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-143- 1.09% |
$4.33K - $5.19K
|
13K
$646K
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-150- 1.54% |
$4.54K - $5.45K
|
9.61K
$479K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-154- 0.05% |
$4.66K - $5.59K
|
334K
$16.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-157- 0.79% |
$4.76K - $5.7K
|
19.6K
$976K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-160- 0.6% |
$4.85K - $5.81K
|
26.5K
$1.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-161- 5.15% |
$4.88K - $5.85K
|
2.97K
$148K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-164- 1.36% |
$4.97K - $5.95K
|
11.9K
$593K
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-173- 0.28% |
$5.24K - $6.28K
|
61.1K
$3.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-181- 0.85% |
$5.48K - $6.57K
|
21.2K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-181- 5.92% |
$5.48K - $6.57K
|
2.88K
$143K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-182- 1.01% |
$5.51K - $6.61K
|
17.8K
$889K
|
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-197- 2.28% |
$5.97K - $7.15K
|
8.43K
$420K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-199- 2.97% |
$6.03K - $7.23K
|
6.49K
$323K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 0.25% |
$6.06K - $7.26K
|
81K
$4.03M
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-200- 4.65% |
$6.06K - $7.26K
|
4.1K
$204K
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-203- 1.71% |
$6.15K - $7.37K
|
11.6K
$579K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-206Closed |
$6.24K - $7.48K
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-217- 0.61% |
$6.57K - $7.88K
|
35.6K
$1.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-226- 0.48% |
$6.85K - $8.21K
|
46.7K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-230- 2.03% |
$6.97K - $8.35K
|
11.1K
$552K
|
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-233- 2.13% |
$7.06K - $8.46K
|
10.7K
$533K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-236- 39.93% |
$7.15K - $8.57K
|
355
$17.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
SELL
|
- |
-240- 2.28% |
$7.27K - $8.71K
|
10.3K
$512K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-241- 0.85% |
$7.3K - $8.75K
|
28.1K
$1.4M
|